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Build AI agents on a visual canvas
Design conversation and workflow logic with drag-and-drop nodes, variables, and conditions so your teams can ship reliable, production-grade agents.

Build AI agents on a visual canvas
Design conversation and workflow logic with drag-and-drop nodes, variables, and conditions so your teams can ship reliable, production-grade agents.

Build AI agents on a visual canvas


From idea to production
Connect tools and logic on a canvas, reuse components, and attach data so your agents respond intelligently in real workflows.
Connect tools and logic on a canvas, reuse components, and attach data so your agents respond intelligently in real workflows.
Design with drag and drop
Connect nodes on a visual canvas to model steps, conditions, and variable handling for reliable automation.
Connect nodes on a visual canvas to model steps, conditions, and variable handling for reliable automation.

Reuse proven parts
Templates and saved components speed builds and keep experiences consistent across agents.
Templates and saved components speed builds and keep experiences consistent across agents.

Work with real data
Attach segments and variables so your agent reacts to context, preferences, and events in real time.
Attach segments and variables so your agent reacts to context, preferences, and events in real time.

Ship production-grade flows
- If/else branches and delays
- Merges and retries
- Integration steps for APIs and tools
- If/else branches and delays
- Merges and retries
- Integration steps for APIs and tools




Frequently asked questions
Is coding required?
No. The builder uses a visual canvas with configurable nodes. You can add custom logic via API steps when needed.
Can multiple people edit an agent?
Yes. Changes are tracked and can be promoted through lifecycle stages.
Does it support variables?
Yes. Use global and runtime variables to personalize and control flows.
Related features

AI Studio

AI Studio

AI Studio

AI Agents

AI Agents

AI Agents
Your AI agent growth team
Discover, customize, and deploy agents that handle repetitive work from planning through execution. Choose prebuilt agents or create your own, then manage them centrally with clear guardrails and analytics.

Extend your team without adding headcount.
Agents operate within your platform and CRM context, taking on tasks like prospecting, personalization, and support resolution. You choose where humans review and when agents act autonomously.

Meet the agents
Customer Agent
Resolves common inquiries with instant, accurate responses and escalates when needed.
Prospecting Agent
Researches accounts, detects signals, and drafts personalized outreach.
Closing Agent
Surfaces blockers, answers buyer questions from approved content, and accelerates deals.
Knowledge Base Agent
Identifies content gaps and drafts help articles from real tickets.
Personalization Agent
Builds tailored pages and CTAs for priority segments.
Data Agent
Answers custom business questions by analyzing CRM data and documents.

Set up and customize in Studio
- Discover agents in the marketplace and install what you need.
- Configure behavior, brand voice, and approval flows before deployment.
- Define data access and guardrails to match your processes.
- Iterate quickly as performance improves over time.

Operate with guardrails

Measure and improve

Your AI agent growth team
Discover, customize, and deploy agents that handle repetitive work from planning through execution. Choose prebuilt agents or create your own, then manage them centrally with clear guardrails and analytics.

Extend your team without adding headcount.
Agents operate within your platform and CRM context, taking on tasks like prospecting, personalization, and support resolution. You choose where humans review and when agents act autonomously.

Meet the agents
Customer Agent
Resolves common inquiries with instant, accurate responses and escalates when needed.
Prospecting Agent
Researches accounts, detects signals, and drafts personalized outreach.
Closing Agent
Surfaces blockers, answers buyer questions from approved content, and accelerates deals.
Knowledge Base Agent
Identifies content gaps and drafts help articles from real tickets.
Personalization Agent
Builds tailored pages and CTAs for priority segments.
Data Agent
Answers custom business questions by analyzing CRM data and documents.

Set up and customize in Studio
- Discover agents in the marketplace and install what you need.
- Configure behavior, brand voice, and approval flows before deployment.
- Define data access and guardrails to match your processes.
- Iterate quickly as performance improves over time.

Operate with guardrails

Measure and improve


Workflow AI Builder

Workflow AI Builder

Workflow AI Builder
From plain language to production workflows
Design entire automations by describing them. Then refine with conversational edits or precise point-and-edit.

Generate the full flow
Triggers, actions, waits, and branching logic come ready to run.

Edit by conversation
Ask for changes in natural language to update your workflow quickly.

Point and edit
Select steps to update only specific parts of a complex flow.

From plain language to production workflows
Design entire automations by describing them. Then refine with conversational edits or precise point-and-edit.

Generate the full flow
Triggers, actions, waits, and branching logic come ready to run.

Edit by conversation
Ask for changes in natural language to update your workflow quickly.

Point and edit
Select steps to update only specific parts of a complex flow.


Automation

Automation

Automation
Set your marketing on autopilot
Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.
Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast
- Drag-and-drop editor for actions, delays, branches, and goals.
- Triggers from form fills, page views, list joins, and property updates.
- Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale
Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve

Set your marketing on autopilot
Build powerful workflows that use your CRM data to trigger emails, update records, score leads, and orchestrate cross-channel journeys. Scale personalization and save hours so teams focus on strategy, not busywork.

Automate campaigns and journeys with CRM context.
Design automation once and let it run reliably. Use behaviors, lifecycle changes, and deal activity to tailor every step without manual effort or spreadsheets.

Build workflows fast
- Drag-and-drop editor for actions, delays, branches, and goals.
- Triggers from form fills, page views, list joins, and property updates.
- Re-enrollment and suppression to prevent over-messaging.

Personalize and segment at scale
Target precisely with granular filters and dynamic lists. Insert tokens, conditional content, and smart send times so every email, ad, and message fits the moment.

Orchestrate complete journeys

Measure and improve


Hoop Assistant

Hoop Assistant

Hoop Assistant
Work smarter with AI that knows your business.
An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.
Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time
- Instant meeting prep with highlights pulled from records and conversations.
- Drafts emails, pages, and posts based on your brief and company guidelines.
- Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice
Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety

Work smarter with AI that knows your business.
An assistant built into your customer platform that understands your data and workflows. It helps you prep for meetings, generate content in your brand voice, summarize records, and take actions across tools so sales, marketing, and service stay productive without switching tabs.

Embedded assistance across your platform.
Access AI help wherever you work - desktop or mobile. Because it is connected to your CRM and content tools, it delivers relevant answers and suggestions in context, reducing manual effort and keeping teams aligned.

Do more in less time
- Instant meeting prep with highlights pulled from records and conversations.
- Drafts emails, pages, and posts based on your brief and company guidelines.
- Summarizes notes, tickets, and calls to speed follow-up and handoffs.

Create in your brand voice
Generate on-brand copy and adapt tone with quick edits like rewrite, shorten, expand, and clarify. Keep messaging consistent by anchoring content to approved assets and style guidance inside your workspace.

Use your CRM context everywhere

Control and safety


Custom Data Model

Custom Data Model

Custom Data Model
Shape the CRM around your business.
Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.

Flexible objects and associations.
Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation
- Custom properties with field types that fit your data.
- Validation rules to prevent bad inputs.
- Calculated and formula fields for dynamic values.

Relationships that reflect reality
Multiple associations
Link records across objects to reveal context and influence.
Primary associations
Set the main link for automation and attribution.
Association labels
Clarify how records relate for better reporting.

Governance and lifecycle

Ready for analytics

Shape the CRM around your business.
Design a data model that reflects how you sell and support—then power automation and reporting with clean, connected records.

Flexible objects and associations.
Combine contacts, companies, deals, tickets, and custom objects with many-to-many associations to mirror real relationships.

Properties and validation
- Custom properties with field types that fit your data.
- Validation rules to prevent bad inputs.
- Calculated and formula fields for dynamic values.

Relationships that reflect reality
Multiple associations
Link records across objects to reveal context and influence.
Primary associations
Set the main link for automation and attribution.
Association labels
Clarify how records relate for better reporting.

Governance and lifecycle

Ready for analytics

Ready to take Hoop for a spin?
Customize your Hoop with intuitive onboarding, get tips for using it right alongside your tools, and let the Copilot automate work.
With powerful AI, tools, and automation built in, you’ll accomplish more in less time — without increasing headcount.
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done.
Get started with
a 14-day free trial
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